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SDGFX vs TWARX
SDGFX vs TWARX Comparison
Open Charts SDGFX vs TWARX
SDGFX vs TWARX Comparison Chart in %
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SDGFX vs. TWARX commentary
Jun 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SDGFX is a Hold and TWARX is a Hold.
FUNDAMENTALS
Fundamentals
SDGFX has more cash in the bank: 592M vs. TWARX (183M). SDGFX pays higher dividends than TWARX: SDGFX (3.44) vs TWARX (3.09). SDGFX was incepted earlier than TWARX: SDGFX (11 years) vs TWARX (16 years). TWARX (1.04) is less costly to investors than SDGFX (0.33). TWARX is a more actively managed with annual turnover of: 210.00 vs. SDGFX (43.00). TWARX has a lower initial minimum investment than SDGFX: TWARX (2500) vs SDGFX (100000). SDGFX annual gain was more profitable for investors over the last year : 3.59 vs. TWARX (2.67). SDGFX return over 5 years is better than : 10.31 vs. TWARX (4.67).
| SDGFX | TWARX | SDGFX / TWARX | |
| Total Expense Ratio | 0.33 | 1.04 | 32% |
| Annual Report Gross Expense Ratio | 0.33 | 1.04 | 32% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 0.545 | 0.154 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 183M | 323% |
| Annual Yield % from dividends | 3.44 | 3.09 | 111% |
| Returns for 1 year | 3.59 | 2.67 | 134% |
| Returns for 3 years | 14.90 | 10.58 | 141% |
| Returns for 5 years | 10.31 | 4.67 | 221% |
| Returns for 10 years | 19.81 | 9.97 | 199% |
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